Archive for the ‘401k Administration’ Category


The Right Beneficiary

Icon Provided by Joseph Regenstein IV, CMFC on November 18, 2009

Who have you chosen to inherit your assets?
It may be wise to review your choices.
Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity?
You may be able to answer such a question quickly and easily. Or you may be saying, “You know … I’m [...]

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Tags: 401 k, beneficiaries, beneficiary designation, beneficiary designations, custodian, insurance policies, life insurance policy, living trust, probate, retirement plans


Roth 401(K)s For Businesses

Icon Provided by Joseph Regenstein IV, CMFC on November 6, 2009

What makes this such a prime retirement planning tool?
Why are more businesses offering Roth 401(k)s? Simply put, more firms are recognizing their advantages – especially when it comes to the retirement planning of professionals, business owners and executives.
Tax-free growth. Roth 401(k) assets grow without being taxed, as employee contributions are made with after-tax dollars. When [...]

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Tags: business owners, contribution limit, employee contributions, Retirement Planning, roth 401 k, roth ira